Added to YB: 2025-10-16
Pitch date: 2025-10-14
KVUE [neutral]
Kenvue Inc.
+8.32%
current return
Author Info
The Value Road is a deep value investor that's interested in post bankruptcy, NAV, and undervalued micro and nano-cap stocks. I only invest in companies that have layers of value behind them, usually with little or no debt. Sign up for their newsletter.
Company Info
Kenvue Inc. operates as a consumer health company in the United States, Europe, the Middle East, Africa, Asia-Pacific, and Latin America.
Market Cap
$31.1B
Pitch Price
$16.00
Price Target
20.20 (+17%)
Dividend
5.11%
EV/EBITDA
10.89
P/E
21.72
EV/Sales
2.60
Sector
Personal Care Products
Category
special_situation
The 41% Signal: How Strategic Reviews Hint at Hidden Takeovers - Kenvue Inc.
KVUE (strategic review): Strategic review underway to optimize brand portfolio & operations. ~$30B market cap, 11x EV/EBITDA, 4% dividend yield. Options include selling underperforming Skin Health & Beauty brands, acquiring OTC health assets, reallocating to higher-margin segments. Streamlining could boost margins & valuation 15-25%.
Read full article (1 min)